Filed: 2/17/2026ACC: 0000919574-26-000992
📋 What this filing means
LONG PATH PARTNERS LP filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $292.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$292.41M
Total AUM (reported)
9.49M
Total Shares
Allocation by class
COM$224.20M76.7%
COM SHS$40.67M13.9%
COM CL A$27.54M9.4%
Portfolio Concentration
Top 3$207.14M70.8%
4–10$85.27M29.2%
Top 3 weight
70.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.49M
Sole
Full voting authority
9.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
NCINO INC
SOLEShares3.67M
TypeSH
Market value$94.00M
32.15%
Sole
3.67M
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares3.14M
TypeSH
Market value$72.47M
24.78%
Sole
3.14M
Shared
0.00
None
0.00
CORPAY INC
SOLEShares135.14K
TypeSH
Market value$40.67M
13.91%
Sole
135.14K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares1.09M
TypeSH
Market value$27.54M
9.42%
Sole
1.09M
Shared
0.00
None
0.00
DOCEBO INC
SOLEShares975.09K
TypeSH
Market value$21.65M
7.40%
Sole
975.09K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares250.83K
TypeSH
Market value$18.25M
6.24%
Sole
250.83K
Shared
0.00
None
0.00
MESA LABS INC
SOLEShares227.22K
TypeSH
Market value$17.84M
6.10%
Sole
227.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NCINO INCSOLE | COM | 3.67M | SH | $94.00M 32.15% | 3.67M | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 3.14M | SH | $72.47M 24.78% | 3.14M | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 135.14K | SH | $40.67M 13.91% | 135.14K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 1.09M | SH | $27.54M 9.42% | 1.09M | 0.00 | 0.00 |
DOCEBO INCSOLE | COM | 975.09K | SH | $21.65M 7.40% | 975.09K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 250.83K | SH | $18.25M 6.24% | 250.83K | 0.00 | 0.00 |
MESA LABS INCSOLE | COM | 227.22K | SH | $17.84M 6.10% | 227.22K | 0.00 | 0.00 |